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Meet The Team

Steve Campbell

Chief Brand Officer

Senior Vice President, Client Experience

“Do all the good you can, by all the means you can, in all the ways you can, in all the places you can, at all the times you can, to all the people you can, as long as you ever can.” John Wesley

As Chief Brand Officer and Senior Vice President of Client Experience, I am committed to ensuring every person who encounters our team, whether in person or virtually, has the most incredible experience possible and leaves better than they came. We are redefining what it means to work with a financial planner by creating atmospheres where people can be themselves, connect with a real person who is also genuinely interested and invested in their success.

My beautiful wife Stephanie and I are driven by our faith and blessed to raise four world changers, Joshua, and Jordan, identical twins Hailey and Harper, and our mini golden doodle, Zeke. Our lives are crazy and beautiful, and we wouldn’t have it any other way.